See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,631 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,771 | $57,096-9.3% | $94,224-45.1% | $55,191-6.2% |
| Participation rate | 98.8% | 75.7%+23.1pp | 78.8%+20.0pp | 69.2%+29.6pp |
| Annual return | 0.02% | 159.65%-159.6pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,404 | $1,708-17.8% | $3,587-60.8% | $1,899-26.0% |
| Participant deferral / active EE | $2,283 | $3,165-27.9% | $4,320-47.2% | $3,046-25.1% |
| Admin fee / account holder | -$9 | $89-109.9% | $6,269-100.1% | $91-109.7% |